Quantrel Wes Hedrick
Investment adviser representative at Box Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$96.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Box Financial Advisors, LLCApr 2026 to now
- Baker Tilly Advisory Group, LPMay 2025 to Apr 2026
- Baker Tilly Wealth Management, LLCMay 2025 to Apr 2026
- The Vanguard Group, Inc.Mar 2023 to May 2025
- Westwood Wealth ManagementJan 2020 to Mar 2023
- Rgt Wealth AdvisorsMar 2017 to Jan 2020
- Hd Vest Advisory ServicesNov 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Box Financial Advisors, LLC
$96.9MAssets managed
235Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6568962
- Firm CRD
- 155623